Your client's biggest asset isn't in the portfolio.

Close the Value Gap: a guide for wealth managers and private bankers who serve business owners. Why the business is the centre of your client's financial plan, what makes it worth more, and how a fractional leadership team helps your client reach their number.

Get the free guide

What's inside

Practical, sourced and written to be used.

→ Why your owner clients need you earlier
→ The value gap and the trigger point, illustrated
→ What you can see from your seat: the signs to watch for
→ Three kinds of readiness, one team, and the road to a liquidity event
→ Conversation starters for your owner clients, and how we work together

Written by Roy De Medeiros, CEPA®
Founder & CEO, Fulkrem Management Group, Toronto

Written for: Wealth managers and private bankers. Educational content only, not financial, legal, tax or investment advice.

Get your free copy

Tell us where to send it and the download starts right away. It takes about 30 seconds.

Open the download form ↗

From the guide

The size of the moment

76%

of Canadian small business owners plan to exit within ten years
CFIB, 2023

$2T+

in Canadian business assets could change hands in that decade
CFIB, 2023

80–90%

of owners have their financial wealth locked up in their companies
Exit Planning Institute, via CNBC

have a formal, written succession plan
CFIB, 2023

For wealth managers

How Fulkrem works with wealth managers

Where we fit alongside your planning, and what we build inside your client's business.

For wealth managers